iShares Short Maturity Bond ETF (NEAR)
NEAR is an actively managed ETF by iShares. NEAR launched on Sep 25, 2013 and has a 0.25% expense ratio.
ETF Info
US46431W5076
46431W507
Sep 25, 2013
Developed Markets (Broad)
1x
No Index (Active)
Expense Ratio
NEAR has an expense ratio of 0.25%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Short Maturity Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
iShares Short Maturity Bond ETF (NEAR) has returned 2.96% so far this year and 6.06% over the past 12 months. Over the last ten years, NEAR has returned 2.58% per year, falling short of the S&P 500 benchmark, which averaged 11.61% annually.
NEAR
- YTD
- 2.96%
- 1M
- 0.70%
- 6M
- 2.96%
- 1Y
- 6.06%
- 3Y*
- 5.66%
- 5Y*
- 3.39%
- 10Y*
- 2.58%
^GSPC (Benchmark)
- YTD
- 5.92%
- 1M
- 3.83%
- 6M
- 4.26%
- 1Y
- 11.91%
- 3Y*
- 16.90%
- 5Y*
- 14.47%
- 10Y*
- 11.61%
Monthly Returns
The table below presents the monthly returns of NEAR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Based on daily data since Sep 2013, the average daily return (also called the expected return) is 0.01%, while the average monthly return is 0.19%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.53% | 0.62% | 0.32% | 0.98% | -0.19% | 0.38% | 2.67% | ||||||
| 2024 | 0.46% | -0.18% | 0.41% | -0.42% | 0.77% | 0.60% | 1.32% | 0.92% | 0.85% | -0.51% | 0.51% | 0.26% | 5.09% |
| 2023 | 0.64% | 0.33% | 0.26% | 0.55% | 0.38% | 0.36% | 0.54% | 0.54% | 0.39% | 0.46% | 1.36% | 1.37% | 7.42% |
| 2022 | -0.08% | -0.30% | -0.27% | -0.16% | 0.05% | -0.30% | 0.28% | 0.18% | -0.04% | -0.06% | 0.56% | 0.56% | 0.41% |
| 2021 | 0.12% | 0.05% | 0.04% | 0.05% | 0.10% | -0.01% | 0.05% | 0.03% | 0.05% | -0.10% | -0.06% | -0.01% | 0.32% |
| 2020 | 0.26% | 0.24% | -3.61% | 1.76% | 1.12% | 0.73% | 0.24% | 0.26% | 0.01% | 0.14% | 0.16% | 0.15% | 1.39% |
| 2019 | 0.52% | 0.36% | 0.36% | 0.26% | 0.36% | 0.28% | 0.19% | 0.30% | 0.21% | 0.25% | 0.16% | 0.25% | 3.55% |
| 2018 | 0.24% | 0.03% | 0.11% | 0.16% | 0.27% | 0.11% | 0.22% | 0.30% | 0.12% | 0.07% | 0.06% | 0.00% | 1.71% |
| 2017 | 0.10% | 0.10% | 0.17% | 0.14% | 0.06% | 0.20% | 0.17% | 0.16% | 0.12% | 0.08% | 0.05% | 0.05% | 1.41% |
| 2016 | 0.02% | 0.04% | 0.18% | 0.21% | 0.00% | 0.25% | 0.11% | 0.16% | 0.07% | 0.06% | 0.13% | 0.16% | 1.40% |
| 2015 | 0.17% | 0.13% | 0.10% | 0.09% | 0.05% | 0.05% | 0.05% | -0.07% | 0.13% | -0.05% | 0.14% | 0.05% | 0.85% |
| 2014 | 0.16% | 0.08% | 0.03% | 0.15% | 0.13% | 0.05% | 0.00% | 0.05% | 0.01% | 0.07% | 0.05% | -0.19% | 0.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 98, NEAR is among the top 2% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Short Maturity Bond ETF (NEAR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares Short Maturity Bond ETF provided a 4.88% dividend yield over the last twelve months, with an annual payout of $2.48 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.48 | $2.53 | $2.32 | $0.88 | $0.38 | $0.77 | $1.35 | $1.12 | $0.76 | $0.54 | $0.43 | $0.43 |
Dividend yield | 4.88% | 5.00% | 4.59% | 1.78% | 0.76% | 1.53% | 2.69% | 2.25% | 1.52% | 1.07% | 0.85% | 0.85% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Short Maturity Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.20 | $0.18 | $0.20 | $0.19 | $0.20 | $0.97 | ||||||
| 2024 | $0.00 | $0.21 | $0.20 | $0.20 | $0.20 | $0.20 | $0.21 | $0.23 | $0.21 | $0.21 | $0.19 | $0.47 | $2.53 |
| 2023 | $0.00 | $0.13 | $0.15 | $0.16 | $0.18 | $0.18 | $0.18 | $0.18 | $0.19 | $0.20 | $0.21 | $0.55 | $2.32 |
| 2022 | $0.00 | $0.03 | $0.03 | $0.03 | $0.04 | $0.04 | $0.06 | $0.07 | $0.08 | $0.09 | $0.13 | $0.28 | $0.88 |
| 2021 | $0.00 | $0.04 | $0.04 | $0.04 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.05 | $0.38 |
| 2020 | $0.00 | $0.10 | $0.10 | $0.09 | $0.08 | $0.07 | $0.06 | $0.05 | $0.05 | $0.04 | $0.04 | $0.09 | $0.77 |
| 2019 | $0.00 | $0.11 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.11 | $0.11 | $0.11 | $0.20 | $1.35 |
| 2018 | $0.00 | $0.07 | $0.07 | $0.08 | $0.09 | $0.09 | $0.10 | $0.10 | $0.11 | $0.10 | $0.11 | $0.19 | $1.12 |
| 2017 | $0.00 | $0.05 | $0.06 | $0.06 | $0.06 | $0.06 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.13 | $0.76 |
| 2016 | $0.00 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.09 | $0.54 |
| 2015 | $0.00 | $0.03 | $0.04 | $0.03 | $0.03 | $0.04 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 | $0.07 | $0.43 |
| 2014 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.03 | $0.03 | $0.07 | $0.43 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Short Maturity Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Short Maturity Bond ETF was 9.60%, occurring on Mar 19, 2020. Recovery took 88 trading sessions.
The current iShares Short Maturity Bond ETF drawdown is 0.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.6% | Mar 6, 2020 | 10 | Mar 19, 2020 | 88 | Jul 24, 2020 | 98 |
| -1.32% | Oct 7, 2021 | 173 | Jun 14, 2022 | 130 | Dec 19, 2022 | 303 |
| -1.16% | Apr 4, 2025 | 6 | Apr 11, 2025 | 11 | Apr 29, 2025 | 17 |
| -0.76% | Sep 25, 2024 | 37 | Nov 14, 2024 | 13 | Dec 4, 2024 | 50 |
| -0.61% | May 1, 2025 | 10 | May 14, 2025 | 19 | Jun 11, 2025 | 29 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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